Conversations

Conversations 1 - 20 of 278
Photo of Spencer Engel
Is it possible/on the roadmap to enable advanced scheduling for Advanced Outreach bionic queries?
It appears that the most granular we can run bionic queries for Advanced Outreaches is daily (documentation link). Do we have any plans t...
  • 6 me toos
  • 1 reply
  • Question
Photo of Brittany
Be able to add milestones from Timeline
First of all, love the Timeline interface! However, what is a timeline for, if not milestones? It would be great if Milestones added else...
  • 27 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Jeffrey Coleman
Allow a report to be attached to a copilot email
We're working with clients who have large numbers of individual users. In order to provide better insight into what those users are doing...
  • 12 me toos
  • 12 replies
  • Idea
  • Implemented
Photo of Leanne
Logging emails by bcc in Timeline
For the Email logging, it looks like the only option right now to copy and paste in an email that's already been sent (ie. from Gmail).  ...
  • 72 me toos
  • 15 replies
  • Idea
  • Under Consideration
Photo of Spencer Engel
Searching for the easiest way to report on who sends email assist tasks
I have a customer who wants to create a C360 report on recent emails sent - most of which are via Email Assist. They have multiple people...
  • 2 me toos
  • 5 replies
  • Question
Photo of DIANE GORDON
The ideal workflow for a CSM using Gainsight
All,  Our CSMs are using Gainsight primarily as a place to log activities.  They're not living in it and we can't figure out why.  They ...
  • 2 me toos
  • 0 replies
  • Question
Photo of Marcelo
Zendesk Connector refresh frequency
Right now the Zendesk connector only refreshes data once a day which is good to get a basic idea on what is going on with our accounts, b...
  • 3 me toos
  • 1 reply
  • Question
  • In Progress
Photo of Venkateswara Reddy Kasireddy
Rolling back Dashboard Permissions enhancements shipped in 5.11 release
With winter 2018 release (5.11) we shipped dashboard permissions that work out of MDA and allow the admin to grant permissions: On a...
  • 5 me toos
  • 2 replies
  • Problem
  • In Progress
Photo of Anirudh Allika
Delete field in MDA object
Can we have a option to delete fields in MDA objects
  • 23 me toos
  • 7 replies
  • Idea
  • Implemented
Photo of Johnny Burtchaell
Cannot Load Data into MDA Drop Down List via Rules Engine
How do you suggest I automatically load data each day into the Multi Select Drop Down List within the MDA if the Rules Engine doesn't sup...
  • 2 me toos
  • 4 replies
  • Problem
  • Solved
Photo of Angela Felicissimo
Email assist to more than 10 contacts
Currently there is an imposed limit of 10 recipients in an email assist. I am told I need to create a copilot outreach however this would...
  • 2 me toos
  • 0 replies
  • Problem
  • Acknowledged
Photo of Chris Beaven
Ability to CC/BCC contacts on CoPilot outreach
I've heard a few customers ask about the possibility to CC or BCC internal contacts on a CoPilot outreach. The CC/BCC could be a specific...
  • 19 me toos
  • 11 replies
  • Idea
  • Implemented
Photo of Lauren Marsh
Add Salesforce fields to email logs for reporting
We just started using copilot and want to run reports on this information.  Is it possible to pull in salesforce account and contact fiel...
  • 4 me toos
  • 6 replies
  • Question
  • Answered
Photo of Jeff Kirkpatrick
Scorecard 2.0: Weights don't appear to calculate decimal values
Before I begin, this could be resolved if we could just assign a weight to score Groups... I have 8 measures that I pulled together unde...
  • 1 me too
  • 2 replies
  • Problem
  • In Progress
Photo of Scotty
Develop standards and style guide for platform terms
Throughout the platform there are little differences in terms for things that suggest there is no style guide or standards for the way th...
  • 8 me toos
  • 3 replies
  • Problem
Photo of Marcelo
Monitor status of ZenDesk connector
Due to an issue we have observed with our feed of ZenDesk tickets into GainSight we asked if there was any way we could monitor or check ...
  • 9 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Christopher Sanderson
Indication of Group Scores in report builder
Another ease of use request from your favorite UX guy. In the Mass Edit report type for Scorecards 2.0, I'd love to have some kind of in...
  • 4 me toos
  • 3 replies
  • Idea
Photo of Spencer Engel
Make Gantt Chart created and end dates more flexible
First off, I love the Gantt Chart feature and think it will be immensely helpful. I also know that feature is in Beta right now, so if my...
  • 14 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Tony Tao
How to best track average onboarding time?
I have milestones that are automatically created once a CTA closes. How can I track the difference in number of days between two mileston...
  • 4 me toos
  • 2 replies
  • Question
Photo of Leslie Diephuis
How can we migrate Account Level CTAs and Success Plans to Relationship Level CTAs and Success Plans
We have implemented Relationships 3 months after starting to use Gainsight.  For this reason we have a need to migrate various existing A...
  • 8 me toos
  • 4 replies
  • Idea
  • Under Consideration